Experience Investigators by 360Connext

AUGUST 9, 2022

Collecting customer feedback is a piece of the puzzle. Take the Proactive Path: Whenever another survey, a new metric, or even an ongoing feedback program is rolling along, customer experience leaders need to ask one critical question: WHY? Customer experience goals are loose and ill-defined. Reactive Reality #2.

Customer Journeys 143

Customer Journeys Effort Score Net Promoter Score Metrics 143

Gainsight

SEPTEMBER 1, 2022

So a product roadmap serves as a tool for alignment: it’s a strategy-first, visual document that communicates what type of problem a product solves, how, and for whom. And it addresses what’s coming next to best meet customers’ needs. Why base them on data that will quickly become outdated? Decide which features are needed most.

Roadmap 52

Roadmap Data Net Promoter Score Analytics 52

Magellan Solutions

APRIL 3, 2024

Provide them with comprehensive knowledge bases, product documentation, and best practices so they can effectively address customer inquiries and represent your brand like true ambassadors. We invest heavily in developing comprehensive knowledge bases that cover every aspect of our products, services, and processes.

Self Service 96

Self Service Knowledge Base Exceptional Customer Service Training 96

CustomerSuccessBox

MAY 9, 2022

Customer success metrics you should track. Customer feedback is the first and most obvious place to seek information on what your consumers think of your product or service. Customer service. Customer support data is the ideal location to go for info on your customers’ specific pain spots when using your product.

Customer Success 52

Customer Success Net Promoter Score How To Metrics 52

ShepHyken

JANUARY 18, 2022

Thinking about how you can pinpoint which tools will allow you to best serve your customer base is mission-critical for growth-focused companies. This could be as simple as a one-page document that gives everybody in the team clarity on what the expectations are. Some metrics may even lead to customer neglect.

Average Handle Time 73

Average Handle Time Customer Journeys Sports Customer Experience Management 73

Education Services Group

JULY 1, 2022

The importance of taking the time to level-set and define the three letter acronyms and metrics that are critical to meeting your business objectives. The role that empathy can play in helping deliver value to our customers. Some of the unattainable attributes and measures we waste time chasing in Customer Success. Why not you?

Customer Success 52

Customer Success Metrics NPS Data 52

Education Services Group

FEBRUARY 26, 2020

Create alignment between Customer Success and Marketing. These documents will serve as the starting point for implementing digital and utilizing it to understand customer engagement, so make sure you have these readily available and that they’re being updated if and when things change. Metrics, You Say? Delivery Rate.

Customer Success 75

Customer Success Metrics Customer Journeys Customers 75

Education Services Group

MAY 27, 2022

The Metrics Matrix. A couple weeks back, I introduced the VoC Metrics Matrix. To prove that point, I want to show you how you can use the concept of a metrics matrix to assess your current state. For each cohort of customers in this matrix, there are specific actions that can be taken. Document it.

Customer Success 52

Customer Success Metrics Effort Score Customers 52

Totango

AUGUST 18, 2022

Customer onboarding progress may be monitored through key performance indicators (KPIs) that reflect successfully completing onboarding steps. Tracking this metric can help your customer success team identify when individual customers need help completing onboarding.

Customer Journeys 92

Customer Journeys Self Service Customer Success Software 92

ChurnZero

FEBRUARY 23, 2023

That’s why ChurnZero believes customer retention and loyalty are the most important stages of customer lifecycle management. For example, Forrester says just “11% of B2B decision-makers” say metrics for customer retention and loyalty are tracked by marketing leaders. So, how can we improve customer retention and loyalty?

Management 52

Management Self Service Customer Retention Net Promoter Score 52

ChurnZero

FEBRUARY 23, 2023

That’s why ChurnZero believes customer retention and loyalty are the most important stages of customer lifecycle management. For example, Forrester says just “11% of B2B decision-makers” say metrics for customer retention and loyalty are tracked by marketing leaders. So, how can we improve customer retention and loyalty?

Management 52

Management Self Service Customer Retention Net Promoter Score 52

Totango

JULY 8, 2021

To start building an early customer warning system, follow these three steps: 1. Define Customer Health Score. First, you need to create a consistent and comprehensive system to track customer health score , which is a metric measuring whether customers are satisfied with your product or at risk of churn.

System 65

System How To Customer Success Trends 65

Magellan Solutions

AUGUST 17, 2020

The employment contract should be clearly worded, with well-documented employment terms and conditions. Manage your knowledge base wisely: curate all your call center data and resources in one place. Classify your customers: classifying your customers based on their loyalty and profitability is an excellent strategy.

Call Center 52

Call Center Average Handle Time Metrics Social Media 52

CloudCherry

AUGUST 21, 2018

We get our happiness rankings from surveys sent out after our customer interactions in the queue. We get metrics from the actions that we take in the queue. As customers become more and more savvy, and our products become more technical and nuanced, shouldn’t we, too, be trying to level up our game and dethrone the king?

Customer Journeys 150

Customer Journeys Analytics Analysis Self Service 150

Gainsight

SEPTEMBER 21, 2020

Having completed 1000+ implementations at Gainsight, we have access to rich data and learnings to analyze how our Time To Value (TTV) has been trending over time and what causes delays in the metric. Set-up Reports & Dashboards – Create out of the box reporting to draw out foundational insights and view metrics to manage your team.

Self Service 75

Self Service CRM Metrics Case Study 75

SmartKarrot

JANUARY 1, 2024

As someone deeply immersed in the realm of customer success , I find it crucial to explore the roots of why structured onboarding is not just a buzzword but an intentional strategy that can significantly impact the longevity and satisfaction of your customer base.

Touchpoint 10

Touchpoint Metrics Feedback Customer Base 10

SmartKarrot

JANUARY 1, 2024

As someone deeply immersed in the realm of customer success , I find it crucial to explore the roots of why structured onboarding is not just a buzzword but an intentional strategy that can significantly impact the longevity and satisfaction of your customer base.

Touchpoint 10

Touchpoint Metrics Feedback Customer Base 10

Gainsight

SEPTEMBER 28, 2022

When you truly dig into a SaaS business and its metrics, simplicity is more than just an intangible term or guiding principle. Simplicity, in fact, is and should always be very tangible — tied to real tactics, real results and real metrics that can be correlated back to efficient, durable growth in every corner of your business.

How To 52

How To Roadmap NPS Fashion 52

Gainsight

OCTOBER 7, 2022

Customer Success then works with Product to develop a sophisticated system for engaging with customers. It’s all about personalization—not cookie-cutter documentation. One example of a powerful strategy based on these principles is the use of product qualified leads (PQLs). Putting it all together in a PQL strategy.

Customer Journeys 52

Customer Journeys Analytics Sales Customer Success 52

CSM Magazine

APRIL 16, 2021

CRM software provides users with access to a range of technologies that track and report metrics related to customer interactions, sales, productivity, and much more. Companies that do not leverage CRM software may struggle to produce accurate data on the state of interactions between the brand and the customer base.

CRM 52

CRM Software Social Media Customer Relationship Management 52

Gainsight

AUGUST 26, 2022

We now must deliver a cohesive experience along each step of the customer journey, including when they talk to the CS team and when they are engaging with the product itself. To create these elevated customer journeys and experiences, both CS and Product must share the same vision and North Star metrics. .

Self Service 52

Self Service Customer Journeys Customer Success Roadmap 52

BirdEye

MARCH 24, 2023

They need to be able to use metrics and analytics tools to track performance and adjust strategies as needed. Ask for a sale when the customer is ready to purchase. If the customer has hesitations, document them and create counterpoint questions. The value of your offer should far exceed the cost of accessing the value.

Return on Investment 98

Return on Investment Social Media Sales Metrics 98

CustomerSuccessBox

DECEMBER 13, 2021

What are the KPIs and metrics you track for onboarding? It depends on your product and your customer base. When should you start customer onboarding? It depends on your product, customer, and segment. Your onboarding process will and should be unique to you, your company, and your customer base.

Sales 52

Sales Tips Measurement Customer Journeys 52

Call Experts

JANUARY 29, 2020

Partner with an experienced contact center to track and optimize your customer journey. Analyze your customer journey. In the modern professional landscape, how you support your new and existing customer base sets you apart from your competition. Documentation Enhances the Workplace.

Customer Experience 78

Customer Experience Customer Journeys Contact Center Call Center 78

BirdEye

APRIL 17, 2023

With a good product and exceptional customer service, businesses can make sure that customers stay longer. With a large chunk of their customer base staying in, subscription businesses clock higher recurring revenue than other business models. Your CAC is a key metric helping improve your marketing and sales efforts.

Customer Retention 98

Customer Retention Strategy Consumers Tips 98

SurveySparrow

DECEMBER 29, 2023

Delving Deeper into Customer Understanding After gathering sufficient data, it’s time to analyze it and discern meaningful insights. Look for patterns, trends, and commonalities among your customer base. SurveySparrow helps you measure customer loyalty and satisfaction using all these modules.

Roadmap 52

Roadmap Net Promoter Score Customer Journeys Customer Experience 52

Influitive

MAY 15, 2015

Your roadmap should also include the metrics you’ll use to identify success. Whether you’re looking at membership numbers, video viewing metrics, or number of forum questions answered, it’s important that you understand, document and work toward your goals with each initiative that you undertake. Look at the numbers.

ROI 61

ROI B2B Roadmap Metrics 61

ProProfs Chat

JUNE 11, 2020

All these decisions are now made after they collect customer feedback and research every factor that might be responsible for the success or failure of the venture. The 2011 movie “Moneyball” documented the introduction of this in Major League Baseball. This data-driven model has even found its way into other industries.

Data 64

Data Net Promoter Score Study e-support 64

Amity

MARCH 13, 2017

Track usage data within your customer success operations system. Launch an email campaign to relevant customers (based on usage trends identified above): Promote sticky and differentiating features only to relevant clients (aka those who are not using them yet). Explain benefits and value.

Consulting 57

Consulting System Customer Success Training 57

CSM Practice

OCTOBER 7, 2019

Managing a growing customer base with ever-evolving desired outcomes requires being proactive and strategic. As a CSM, you can’t afford to be behind the curve on customer needs, you must proactively reach out to customers about guidance or any assistance needed. 2) Document step-by-step customer success playbooks.

Customer Success 40

Customer Success Tips Guidelines Consulting 40

Gainsight

APRIL 2, 2021

The first program Kari and Workday built out had a one-to-many focus, marketing into the customer base. While Workday used Gainsight as their customer success platform, each team’s use was disjointed and not uniform. And recently, they took it further, developing a cross alignment with customer-based sales.

Customer Success 52

Customer Success Effort Score Sales System 52

Wootric CX Blog

JULY 15, 2020

However, the most successful companies never lose sight of the fact that the primary purpose of CX metrics is to drive customer-focused action. Once you’re driving customer-focused action, you’ll start to actually reap the benefits of increased retention, expansion, and word of mouth. But this approach can be harmful.

NPS 69

NPS B2B Net Promoter Score Effort Score 69

CSM Practice

MAY 22, 2022

Why is it important to design a Customer Success framework ? . The recurring revenue model of the B2B SaaS industry pushes the Customer Success teams to retain and expand the existing customer base. But, customer retention and expansion are no joking matter! There is no stability without a framework.

Customer Success 59

Customer Success Customer Retention B2B Customers 59

SmartKarrot

JANUARY 9, 2023

Role: Customer Success Manager Location: London, England, United Kingdom Organization: HiBob As a Customer Success Manager, you will build and execute an account-specific relationship framework inclusive of regularly scheduled status calls, quarterly business reviews, account documentation, reference management, and account planning sessions.

Customer Success 19

Customer Success Training Touchpoint Policies 19

CustomerSuccessBox

DECEMBER 13, 2021

The key users are trained on how to access and utilize the resources that are available to them from our company, user community, support desk, knowledge base, customer success manager, and Other programs are meant to provide ongoing elements of engagement and support. What are the KPIs and metrics you track for onboarding?

Chief Customer Officer 52

Chief Customer Officer Knowledge Base Sales Customers 52

CustomerSuccessBox

DECEMBER 13, 2021

A strong handoff to a Customer Success Manager (if the CSM is not the one doing the onboarding)” What are the KPIs and metrics you track for onboarding? Should onboarding be different for different customers? Understand the experience and then document the steps. Can customer onboarding be automated?

Chief Customer Officer 52

Chief Customer Officer Sales Customers Tips 52

CSM Practice

MARCH 13, 2017

Launch an email campaign to relevant customers (based on usage trends identified above): Promote sticky and differentiating features only to relevant clients (aka those who are not using them yet). Document each objective in a success plan and track progress so you can easily demonstrate value during your executive business reviews.

Customer Success 49

Customer Success Consulting System Training 49